27 Aug
|
Scotia Wealth Management
|
Toronto
27 Aug
Scotia Wealth Management
Toronto
Become a vital Portfolio Administrator at Scotiabank in Toronto, focusing on client care and risk management. Help drive business success through quality service. In this role, you will support Relationship Managers while managing the overall client experience.
You will ensure compliance with regulations, maintain accurate financial records, and contribute to the development of effective operational processes. Your ability to communicate effectively and work collaboratively will enhance client relationships and drive business excellence. Key Responsibilities:
Provide timely and qualified responses to client inquiries
Manage the client onboarding and account opening processes
Support relationship building through effective communication
Review and recommend improvements for client service practices
Maintain compliance with banking regulations and policies Requirements:
University degree in Business or related field
At least two years of industry experience
Robust interpersonal and relationship management skills
Knowledge of Scotia Wealth's products and services
Excellent communication and organizational abilities Drive operational excellence and client satisfaction at Scotiabank as a Portfolio Administrator in Toronto.
📌 Scotiabank Portfolio Administrator: Risk Management & Client Care Toronto
🏢 Scotia Wealth Management
📍 Toronto